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The DC-area credit union has changed its name, its charter, and more as it works from a regularly updated strategic plan.
This Minnesota credit union mixes marketing and message to revive relationships.
A big Indiana credit union offers high rates to savers while a small Virginia credit union charges ahead with a community charter.
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Callahan & Associates chairman Chip Filson and analyst Sam Taft discuss merger pitfalls and alternative organizational designs.
Three tips from Lake State on how to enter a new market.
National performance averages demonstrate the unique merits of both SEG and community charter strategies.
Rhonda and Kelly Cooke advocate that Sam present the board with options for their field of membership, use of equity, and the credit union’s brand.
Randy Karnes implores the Board to look values that have driven the credit union to this point and to opportunities that the new structure provides.
As the leadership team recovers from the initial shock of losing their core sponsor, Chip Filson sees future options as a source of excitement and a time to rekindle the team’s passion.
To help all credit unions that have faced losing a sponsor, 5 consultants respond to the challenge faced by Circle-W Credit Union in this theoretical case study.